Kaile Napotnik | Wealth Management Associate | Pasadena, CA | U.S. Bancorp Wealth Management

Kaile Napotnik

Wealth Management Associate
U.S. Bancorp Investments

626.639.1296

Primary Office
720 E. Colorado Boulevard
Pasadena, CA 91101

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About Me

It is my pleasure to serve the financial needs of people in the Pasadena, South Pasadena and La Crescenta areas. I started in the financial industry in 2010 and later became a Wealth Management Associate. California Insurance License #0I20543.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work I spend my time being involved in and volunteering for the YMCA, the Boy Scouts of America and am also an active member of my church. In my free time, I enjoy traveling, hiking and spending time with my family.

Area of Focus

Client Service

Research

Proactive Client Contact

Wealth Team Support

Administration

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.